Integrations · CRM and sales

What sales knows in Moneybird, back to the campaign.

Qualification, customer status, and revenue from Moneybird go back to the campaign that generated the lead. This way, every lead becomes a commercial fact.

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What FYAI does with Moneybird.

Lead qualification

Distinguish between valuable and worthless leads, manually, via Moneybird, or based on rules.

Customer status and revenue

Every conversion gets lead quality, sales status, and order value from the CRM. The lead becomes a commercial fact.

Back to the platform

Enriched conversions go back to the advertising platforms as offline conversions.

Don’t optimize for leads. Optimize for value.

Marketing sees the form, sales sees the customer. There’s a gap in between: advertising platforms see that someone converts, not what sales does with them afterward. As a result, marketing unintentionally optimizes for the cheapest lead instead of the best customer.

What marketing sees

1 conversion

  • Conversion✓
  • Qualified–
  • Appointment or quote–
  • Became a customer–
  • Revenue–
What sales knows

One lead, €12,500 order value

  • Conversion✓
  • Qualified✓
  • Appointment and quote✓
  • Became a customer✓
  • Revenue €12,500✓

Questions about Moneybird

What data does FYAI read from Moneybird?

Qualification, customer status, and revenue of your leads. The integration is read-only: FYAI does not write anything back to Moneybird.

Which plan do I need for Moneybird?

The Moneybird integration is included in Pro and Ultimate, starting from €95 per month per workspace.

How does FYAI link a deal in Moneybird to an ad click?

At the lead level, via click ID, email address, or phone number. Each lead retains the click it originated from, so even a deal that closes weeks later is attributed back to the correct campaign.

Where is the data stored?

Storage and processing take place in the EU, with data, integrations, and access separated per workspace (customer account).

Connect the tools your customers already use.

Ad Platforms

Google AdsMetaLinkedIn AdsChatGPT AdsPinterestSnapchat AdsTikTok Ads

CRM and Sales

HubSpotPipedriveSalesforceTeamleader Focusmonday.comClickUpOdoo CRM

Website, Lead Forms, and API

Google Tag ManagerWordPressMeta Lead AdsLinkedIn Lead Gen FormsTikTok Lead FormsSnapchat Lead FormsInbound APIImport

See what your campaigns are really worth.

FYAI is the bridge between marketing and sales. Within FYAI, you qualify and enrich your leads, and FYAI sends those results back to the relevant ad channels.

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